Greykasell Wealth Strategies, Inc.
DANVILLE CA · SEC CIK 0002041220
$2.75亿2026Q2 申报市值
483持仓数
33.7%前十大占比 · 第一大 4.5%
4 / 88新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VEA 加仓+$64.89万
MU 加仓+$61.52万
FBND 加仓+$48.04万
EMXC 加仓+$41.70万
CGGO 加仓+$41.45万
2026Q2 卖出最多 按季末市值估算
ISTB 减仓-$218.24万
AGG 减仓-$139.95万
BRK/B 减仓-$37.53万
JBND 清仓-$35.48万
INTU 减仓-$31.45万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $7.98万 | 0.03% | 1,834 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $7.96万 | 0.03% | 1,649 | -45,226 | -96.5% | -$218.24万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $7.91万 | 0.03% | 761 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $7.80万 | 0.03% | 4,402 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $7.76万 | 0.03% | 1,004 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $7.73万 | 0.03% | 266 | -95 | -26.3% | -$2.76万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM | $7.63万 | 0.03% | 1,732 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $7.49万 | 0.03% | 129 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $7.43万 | 0.03% | 414 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $7.35万 | 0.03% | 1,375 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $7.29万 | 0.03% | 555 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $7.19万 | 0.03% | 731 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $6.88万 | 0.02% | 1,626 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $6.82万 | 0.02% | 64 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $6.81万 | 0.02% | 944 | -147 | -13.5% | -$1.06万 | 减仓 |
| JD | JD.COM INC SPON ADS CL A | $6.71万 | 0.02% | 2,633 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $6.50万 | 0.02% | 86 | 18 | 26.5% | $1.36万 | 加仓 |
| CTAS | CINTAS CORP COM | $6.47万 | 0.02% | 380 | -5 | -1.3% | -$851 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $6.35万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $6.34万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $6.26万 | 0.02% | 168 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $6.19万 | 0.02% | 647 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $6.18万 | 0.02% | 662 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $5.71万 | 0.02% | 325 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $5.69万 | 0.02% | 1,107 | 1 | 0.1% | $51 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5.64万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $5.46万 | 0.02% | 188 | 0 | 0.0% | — | 不变 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $5.41万 | 0.02% | 381 | 1 | 0.3% | $142 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $5.39万 | 0.02% | 317 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $5.33万 | 0.02% | 439 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $5.02万 | 0.02% | 1,175 | -557 | -32.2% | -$2.38万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.94万 | 0.02% | 423 | -220 | -34.2% | -$2.57万 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $4.88万 | 0.02% | 1,109 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $4.86万 | 0.02% | 196 | 1 | 0.5% | $248 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $4.75万 | 0.02% | 372 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $4.51万 | 0.02% | 285 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $4.49万 | 0.02% | 595 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $4.46万 | 0.02% | 165 | -35 | -17.5% | -$9,469 | 减仓 |
| PEP | PEPSICO INC COM | $4.45万 | 0.02% | 329 | -46 | -12.3% | -$6,228 | 减仓 |
| KO | COCA COLA CO COM | $4.45万 | 0.02% | 547 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $4.42万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $4.35万 | 0.02% | 519 | 2 | 0.4% | $168 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $4.26万 | 0.02% | 141 | -5 | -3.4% | -$1,512 | 减仓 |
| OIH | VANECK OIL SERVICES ETF | $4.25万 | 0.02% | 114 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $4.15万 | 0.02% | 1,344 | -321 | -19.3% | -$9,904 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $4.06万 | 0.01% | 523 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $4.01万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $3.95万 | 0.01% | 75 | -1 | -1.3% | -$526 | 减仓 |
| IYE | ISHARES U.S. ENERGY ETF | $3.91万 | 0.01% | 692 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $3.89万 | 0.01% | 1,614 | 304 | 23.2% | $7,321 | 加仓 |
| GEV | GE VERNOVA INC COM | $3.88万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $3.84万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC COM | $3.74万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $3.73万 | 0.01% | 808 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $3.57万 | 0.01% | 1,925 | -900 | -31.9% | -$1.67万 | 减仓 |
| SLRC | SLR INVESTMENT CORP COM | $3.54万 | 0.01% | 2,860 | -927 | -24.5% | -$1.15万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $3.46万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $3.43万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $3.37万 | 0.01% | 1,601 | -56 | -3.4% | -$1,178 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $3.36万 | 0.01% | 1,650 | -1,350 | -45.0% | -$2.75万 | 减仓 |
| VMC | VULCAN MATLS CO COM | $3.35万 | 0.01% | 114 | 1 | 0.9% | $294 | 加仓 |
| KKR | KKR & CO INC COM | $3.31万 | 0.01% | 360 | -1,580 | -81.4% | -$14.52万 | 减仓 |
| MMM | 3M CO COM | $3.30万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $3.30万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3.29万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $3.23万 | 0.01% | 1,009 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $3.23万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $3.22万 | 0.01% | 886 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $3.21万 | 0.01% | 281 | -15 | -5.1% | -$1,713 | 减仓 |
| HEI | HEICO CORP NEW COM | $3.21万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $3.18万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $3.17万 | 0.01% | 194 | -81 | -29.5% | -$1.32万 | 减仓 |
| BX | BLACKSTONE INC COM | $3.16万 | 0.01% | 269 | -1,452 | -84.4% | -$17.08万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $3.13万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $3.12万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P SMALLCAP HEALTH CARE ETF | $3.05万 | 0.01% | 582 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $3.00万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $2.98万 | 0.01% | 1,442 | 0 | 0.0% | — | 不变 |
| RZV | INVESCO S&P SMALLCAP 600 PURE VALUE ETF | $2.98万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $2.97万 | 0.01% | 317 | -235 | -42.6% | -$2.20万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $2.94万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $2.93万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $2.87万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $2.77万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2.76万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $2.68万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $2.59万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCOME COM | $2.58万 | 0.01% | 2,351 | -1,000 | -29.8% | -$1.10万 | 减仓 |
| YUM | YUM BRANDS INC COM | $2.56万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $2.55万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2.54万 | 0.01% | 281 | 152 | 117.8% | $1.38万 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $2.54万 | 0.01% | 555 | 3 | 0.5% | $137 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $2.45万 | 0.01% | 96 | 1 | 1.1% | $255 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $2.42万 | 0.01% | 139 | 2 | 1.5% | $348 | 加仓 |
| MPC | MARATHON PETE CORP COM | $2.38万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $2.38万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $2.36万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2.33万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.25万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $2.24万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |